Jim Dolan
Senior Vice President, US Institutional Retirement Strategic Accounts - Natixis Investment Managers
- Role
- Senior Vice President - Us Institutional Retirement Strategic Accounts at Natixis Investment Managers
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jim Dolan
Jimmy Dolan is an accomplished financial services executive with 20 years of experience in the industry. As Senior Vice President of US Institutional & Retirement Strategic Accounts at Natixis Investment Managers, he leads a team of Defined Contribution Strategic Accounts professionals, delivering investment solutions to the largest financial institutions, broker/dealers, RIAs, record keepers, and DC specialized firms and is the point person on the launch the industry\'s first sustainable target date series.Jimmy has a proven track record of growing market share and developing executive level relationships with gatekeepers and fiduciary teams. He is a seasoned relationship management and investment sales professional.Outside of work, Jimmy is actively involved in various extracurricular activities and interests, including serving as a member of the Nahant Community Preservation Committee and Nahant Planning Board, and an active supporter of Foundation for Faces of Children - supporting needs of those affected by craniofacial differences.
Experience
Senior Vice President - Us Institutional Retirement Strategic Accounts
Dec 2019 — Present · Boston, MA, US
Education
The George Washington University
BS, Political Science
Skills
- Financial Advisory
- Financial Services
- Securities
- Series 6
- Etfs
- Retirement
- Bonds
- Asset Allocation
- Mutual Funds
- Investment Management
- Financial Markets
- Capital Markets
- Series 7
- Series 63
- Sales Presentations
- Equities
- Fixed Income
- Hedge Funds
- Wealth Management
- Investments
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Investment Advisory
- Asset Management
- Finra
- Asset Managment
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